Engage.so

MarketingCredentials form

Identify customers and accounts, update their attributes, track events and manage account membership in Engage.so customer engagement.

7 actions

ActionEffectData handledScope
engage_identify_userCreates or updates a customer (or account) by your user id, with standard fields and custom attributes in metawritePersonal data
engage_track_eventTracks an event for a user, with an optional value or properties, to segment users and trigger automationswritePersonal data
engage_merge_usersMerges a source user into a destination user, for example an anonymous profile into the signed-in onewritePersonal data
engage_add_user_to_accountAdds a user to an account (company), with an optional rolewritePersonal data
engage_change_account_roleChanges a user's role in an accountwritePersonal data
engage_remove_user_from_accountRemoves a user from an accountdestructivePersonal data
engage_convert_userConverts a user to a customer or to an accountwritePersonal data